Investment Q&A

Q: I am 44 years old and I have $100k, thinking of an even split $50k for CPD and $50k for Zdv. I have also considered putting the whole $100k into XIC, and writing the occasional calls. Your thoughts on this. What would give me best returns over 10years with the least amount of work or worry?

Q: I was interested in Paul's question about allocation changes based on exchange and it raised a question in my mind about what has become my biggest holding.
This is an RSP account with 20 equities so the allocation should be in the 5% region.
This stock has grown to the 10% region.
Now according to normal allocations I believe that I should take the profits and bring it back to the 5% area.
This particular stock has been sold down to the point that it is, for argument's sake, free. It has appreciated 300% since it was added to the portfolio and allocations were reduced.
The other point is that divided wise it is paying a 7% dividend at current pricing but at my cost the yield is much greater.
So solid stock that has grown does the allocation become less important or should still be followed and a solid performer sold to bring allocations back in line?
I have experienced where extraordinary events have cost me money due to allocation, DH's short issue comes to mind.
Some additional information is that I am 65 and sort of retired.
Thanks,
Ken

Q: I already own several hundred shares of ZWB. My average purchase price is well above the current unit price. I am thinking of adding more ZWB primarily for income but also to bring my average unit purchase price down. I do not have any other exposure to my Cdn banks.

What do you think is the forecast for Cdn banks for 2016?

Please be forthright in your answer - add more or not.

Thanks

Q: This is a microcap but can I get your opinion on the spin out of Empire's Hydro-Vac business? It seems to unlock over 3 cents a share in value for a company that was trading at only 7 cents last week.

Q: I'd appreciate your comments on:

1) the sustainability of its dividend (what is the payout ratio), and;

2) is it true that the value of real estate holdings are not accurately reflected in its share price?

3) anything you'd like to add

Thanks

Q: Please disregard my symbol here (XEG.TO). My question is: I wanna have some exposure on CND oil industry or oil-related companies cuz I wanna bet on rebound of oil in the long term. Is there any good-fundemental stocks or ETFs that you will recommend to hold to have the oil exposure I want? Much appreciated! Tony

Q: I need to let either BNS or RY go in order to cut back on my bank exposure. Which 1 would you let go.

Thank You
Craig

Q: Good afternoon,

Looking for your opinion on Q4 results and if you would deem this small cap is a buy for the higher risk component of a portfolio?

Thank you,
Brad

Q: Can you please comment on Roper Technologies? This is a 2% holding in my portfolio. If this decline continues (say another 15% decline from here) would this stock be one to add to for a 3-5 year hold or to increase my portfolio weighting in this company?

Q: I have recently purchased some Sierra Wireless stock after I thought that it must surely have reached a bottom, but it has continued to decline. Earnings are going to be released on Thursday after the close of the market. There seems to be strong institutional ownership of the stock. I am thinking of adding to my position prior to Thursday as the fundamentals of the Company seem at odds with the price drop. What are your thoughts on the Company?

Thank you for your consistently good advice.

Don

Q: Hi 5i - For investors that hold Amaya with an ACB in the mid 20s, what do you suggest? Just hold tight and hope a deal doesn't go through? I've heard that analysts were projecting mid 30s over the next 12 months and I was hoping to hold this stock long term (a bit frustrating). Thanks, Neil

Q: Having been in this stk for many lean years, the recent turnaround intrigues me somewhat. I am wondering if you have any info that would account for the move up in this particular security. The other golds are not responding to the same degreee as this stock. Thank Youl.

Q: What do you think of BRE here, with its big fat yield? Would a pullback in housing prices hammer them? I'm looking for a relatively safe yield play in the real estate area. Would I be better off going to a US name?

Q: Hi Peter, I'm looking at KPT on globe Investor, and it shows a Div Pay Ratio of -1002.78. This cannot be correct?

Thanks!

Q: To increase our investments up to your most recent sector allocations for 2016 (about equal),I plan to purchase or top-up the following.
Info Tech Descartes Systems DSG
Consumer Staples alimentation Couch Tard ATD.b
Materials Agnico Eagle Mines AEM
Utilities Fortis FTS
Industrials MacDonald Dettwiler MDA
Your comments and/or suggestions for something better at this time will,as always,be appreciated.
Also,are REIT`s a separatr sector for 2016?
Thanks

Q: Gild has had a drop -- Pfe is more defensive (Div) . I am down sl. on PFE --thinking of switching. Concerned re the next drop ( MKT drop not over ) ---would you selll Pfe now & buy Gild at lower price. Or sell Pfe now & take a partial position --after Weds
--Div. day for pfe, Thank you-- great site . great insight
don

Q: If you had to pick a gold stock that would appreciate with a rise in the price bullion, with at least a 3% dividend payout, what company would you pick?

Q: I could understand how a failed privatization would be a risk to Amaya's SP sending it back to under 15 where it was last Friday when the last 5 minutes of trading saw a huge lift on tremendous volume. What to read into this? Word was out and over the weekend Mr. Baazov figured it's happening again, like it did with Poker Stars, loose lips are blabbing and we'd better get the potential offer out there before the regulator catches wind (again). So we'll go with a semi-offer that could have used another 2 weeks to put in place and even if it doesn't fly a 20% temporary bump is nice for a 10%+ shareowner. Even if the longer term is rosy aren't there too many cockroaches appearing now and not being swatted?

Q: Could I please have your take on the latest news from this company and the new products they have acquired today?
Thank You
Garry

Q: based on all the information i can gather the chances of an offer going thru at 21.00 are almost zero, it would have to be higher, furthermore another gaming company has a high probability of making an offer.
so at 18.00 overweighting amaya seems like a great strategy, yes there is the insider probe currency risk earnings risk, but these i think were already baked into the stock.downside is amaya goes back to 15-16.
in this kind of market taking advantage of opportunties like this if it works being the key word, seems like not a bad risk/ reward. please comment. dave